DAVID B. MANDELL CURRICULUM VITAE

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1 DAVID B. MANDELL CURRICULUM VITAE AUTHOR, LECTURER & CONSULTANT 8044 Montgomery Road, Suite 440 Tel: Fax: Education UCLA School of Law J.D., 1995 The Anderson Graduate School of Management at UCLA M.B.A., 1995 Harvard University B.A., History, 1990 Professional Designations/Licenses California Bar Member (active) New York Bar Member (inactive) Life and Health Insurance Licensed in Florida Experience Principal, OJM Group, LLC Principal of firm that specializes in wealth preservation and asset management solutions for physicians, business owners and families Present. Author & Lecturer, Guardian Publishing, LLC Co-Author of all Guardian s products, including For Doctors Only, all state versions of the book, the CME Monograph, Risk Management for the Practicing Physician and others Present. Attorney, Law Offices of David B. Mandell, P.C. Sole shareholder and principal of law firm. Not actively practicing, but firm still exists Present

2 BOOKS BY MR. MANDELL For Doctors Only: A Guide to Working Less & Building More This book teaches doctors how to efficiently practice so they can get more out of a medical practice. More specifically, For Doctors Only helps doctors protect their personal and practice assets from lawsuits, taxes and bad investments while showing them the secrets to building wealth through the leverage of people, assets and effort. Published 2007, 2008, 2009, and For California Doctors: A Guide to Asset Protection, Tax and Estate Planning California- specific version of For Doctors Only book, Published For Georgia Doctors: Fresh Ideas on Asset Protection, Tax, Practice Planning, Wealth Accumulation and Estate Planning Georgia- specific version of For Doctors Only book, Published For New York Doctors: A Guide to Asset Protection, Tax Reduction, Practice and Wealth Management New York- specific version of For Doctors Only book, Published For Ohio Doctors: Shedding Light on Asset Protection, Tax and Estate Planning Ohio- specific version of For Doctors Only book, Published Wealth Protection Planning for Orthopaedic Surgeons and Sports Medicine Specialists Written by OJM principals and well-known Orthopaedic surgeon Dr. Peter J. Millett, of the Steadman Clinic in Vail, CO and formerly of the Harvard Medical School, this short book focuses on four concise lessons that may have a significant impact on your practice efficiency and long- term financial well-being., Published 2013 Fortune Building for Business Owners and Entrepreneurs All business owners and entrepreneurs want to make their business as financially efficient as possible, while also leveraging their personal investments. In this book, we focus on strategies we use to achieve these goals in our business as well as those that we have implemented for many of our business owner clients. Published 2013.

3 Defense Win$: Wealth Defense Planning for Professional Athletes In this book, authors David B. Mandell, JD, MBA and Jason M. Odell, MS, CWM, educate professional athletes and their advisors about Wealth Defense planning effectively describing tactics they have implemented for more than 1,000 high net worth clients in their careers. Published 2014 Risk Management for the Practicing Physician, 1998, 2001, 2004, 2007, 2010, Guardian Publishing, LLC. Accredited for 5.5 hours of Category I Continuing Medical Education credits by ACCME. Wealth Secrets of the Affluent, John Wiley & Sons. Insights and lessons on all areas of wealth and financial planning, from a unique perspective. Goes beyond common sense advice often ill-suited for people who have wealth or want to build wealth Wealth Protection, M.D.: The Ultimate Financial Guide for 21 st Century Physicians, Guardian Publishing, LLC. A book for physicians, incorporating the Risk Factor Analysis and upto-date recommendations on the medical malpractice crisis. Wealth Protection: Build and Preserve Your Financial Fortress, John Wiley & Sons. Offers a uniquely individualized view of financial planning. The Risk Factor Analysis turns your answers to 86 questions into a personally-tailored book by directing you to any number of the books 67 chapters. The Doctor s Wealth Protection Guide, Guardian Publishing, LLC Comprehensive financial & legal planning book, focused solely for physicians. Endorsed by Texas, Florida, Fairfield County (CT) Medical Associations. Favorably reviewed in Tennessee & West Virginia Medical Journals.

ECRI Institute Perspectives Rise in office-based surgery and anesthesia demands vigilance over safety Advances in technology and anesthesia allow invasive procedures once done only in hospitals or ambulatory

PHYSICIANS / SURGEONS American Academy of Audiology American Academy of Neurology American Academy of Physical Medicine & Rehabilitation American Academy of Ophthalmology Academy of Correctional Health

March 16, 2015 The Honorable John A. Boehner Speaker U.S. House of Representatives 232 U.S. Capitol Washington, DC 20515 Dear Speaker Boehner: The undersigned state and national medical associations strongly

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Comprehensive Course Schedule The following designation and certificate courses are sponsored by BOMI International and BOMA Local Associations. Note that all BOMI International courses are also available

University of Alabama School of 206 Match Results by PGY Location Institution * City * State* Program * Count All Children s Hospital St. Petersburg FL Baptist Health System Birmingham AL General Surgery

Comprehensive Course Schedule The following designation and certificate courses are sponsored by BOMI International and BOMA Local Associations. Note that all BOMI International courses are also available

YOUR TALENT SEARCH, SIMPLIFIED ACADEMIA & RESEARCH AdvaMed American Association for the Study of Liver Diseases American Association of Colleges of Osteopathic Medicine American Association of Dental Office

Rami Ghurani, MD, DDS Board Certified by the American Board of Plastic Surgery Board Certified by the American Board of Oral & Maxillofacial Surgery Experience Private Group Practice Plastic and Reconstructive

MEDICAL CENTER MEDICAL STAFF DIRECTORY Thank you for inquiring about the physicians who serve on the medical staff of Lakeland Regional Health Medical Center. We hope this personalized resource is helpful

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The data in this chart was compiled from the physician fee schedule information posted on the CMS website as of January 2014. CPT codes and descriptions are copyright 2012 American Medical Association.

List of groups supporting S 625/HR 1108 The Family Smoking Prevention and Tobacco Control Act (Total 202 as of May 8, 2007) National Organizations (68) American Cancer Society American Heart Association

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Anaesthesia Fellowship of the Australian and New Zealand College of Anaesthetists Fellowship of the Faculty of Anaesthetists, Royal Australasian College of Surgeons Fellowship of the Royal College of Physicians

Vertical Market Selling Guide Security Systems Services Purpose This guide is provided to you at no charge to create awareness for the needs of a payment terminal solution within a specific vertical market

Dermatology Market Overview August 2013 Investment banking services are provided by Harris Williams LLC, a registered broker-dealer and member of FINRA and SIPC, and Harris Williams & Co. Ltd, which is

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Appendix D Petersens Guide Listings for PhD in Public Policy Brandeis University Waltham, MA Program in Social Justice and Social Policy Claremont Graduate University Claremont, CA Department of Economics

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Pursue the Right Cases. Retain the Best Experts. The impact that a physician who is knowledgeable, prepared, experienced and personable can make on a case cannot be over estimated. Gary McInerney, Esq.